Google Sheets + Portal.io
Create Google Sheets spreadsheets for newly accepted Portal.io proposals
Whenever a new proposal is accepted in Portal.io, a corresponding Google Sheets spreadsheet will be created automatically.
Whenever a new proposal is accepted in Portal.io, a corresponding Google Sheets spreadsheet will be created automatically.
- When this happens...Update Proposal Status
Triggers when a proposal status change.
- automatically do this!Create Spreadsheet
Creates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.
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About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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About Portal.io
Portal is a service for professional installers. It aggregates industry product data and pricing, allowing pros to easily build proposals, collect customer payments and send purchase orders to suppliers.